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Mutual Funds Karo - Model Portfolio

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Aggressive = Equity Funds 70% | Balanced Fund 30%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category	Equity: Large and Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	31.02	130,465
3 Year Return	13.95	145,678
5 Year Return	15.71	208,198
10 Year Return	14.65	395,048

HDFC Mid-Cap Opportunities Fund - Growth Plan

Category	Equity: Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	52.49	151,666
3 Year Return	28.96	209,508
5 Year Return	25.38	312,203
10 Year Return	20.74	662,858

Nippon India Small Cap Fund - Growth Plan - Growth Option

Category	Equity: Small Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	54.04	153,390
3 Year Return	33.78	235,657
5 Year Return	31.77	398,071
10 Year Return	26.31	1,032,026

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	37.35	136,752
3 Year Return	24.15	189,240
5 Year Return	21.12	262,163
10 Year Return	17.2	489,935

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category	Equity: Large and Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	31.02	130,465
3 Year Return	13.95	145,678
5 Year Return	15.71	208,198
10 Year Return	14.65	395,048

DSP Equity Opportunities Fund-Regular Plan - Growth

Category	Equity: Large and Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	42.43	141,553
3 Year Return	20.11	170,208
5 Year Return	20.31	253,586
10 Year Return	17.24	492,977

Nippon India Large Cap Fund- Growth Plan -Growth Option

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	37.3	136,502
3 Year Return	24.7	190,836
5 Year Return	18.58	236,337
10 Year Return	16.5	462,980

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	22.57	121,918
3 Year Return	16.4	155,182
5 Year Return	16.43	214,057
10 Year Return	14.88	402,944

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	22.87	122,709
3 Year Return	13.63	145,253
5 Year Return	14.26	194,425
10 Year Return	13.95	370,533

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

Model Portfolio Return

Aditya Birla Sun Life Frontline Equity Fund-Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	28.33	127,490
3 Year Return	17.28	159,000
5 Year Return	16.13	212,519
10 Year Return	13.88	368,409

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	22.57	121,918
3 Year Return	16.4	155,182
5 Year Return	16.43	214,057
10 Year Return	14.88	402,944

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	37.35	136,752
3 Year Return	24.15	189,240
5 Year Return	21.12	262,163
10 Year Return	17.2	489,935

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

Model Portfolio Return

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	37.35	136,752
3 Year Return	24.15	189,240
5 Year Return	21.12	262,163
10 Year Return	17.2	489,935

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	22.87	122,709
3 Year Return	13.63	145,253
5 Year Return	14.26	194,425
10 Year Return	13.95	370,533

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	21.75	121,222
3 Year Return	15.53	152,337
5 Year Return	14.0	192,720
10 Year Return	12.95	338,987

HDFC Equity Savings Fund - GROWTH PLAN

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	16.75	116,473
3 Year Return	11.53	137,738
5 Year Return	10.7	166,707
10 Year Return	9.74	252,065

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

Model Portfolio Return

ICICI Prudential All Seasons Bond Fund - Growth

Category	Debt: Dynamic Bond

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	7.01	106,972
3 Year Return	5.84	118,388
5 Year Return	7.62	144,313
10 Year Return	8.79	231,978

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category	Debt: Dynamic Bond

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.5	106,393
3 Year Return	10.1	133,420
5 Year Return	7.08	140,884
10 Year Return	7.23	200,896

Axis Strategic Bond Fund - Regular Plan - Growth Option

Category	Debt: Medium Duration

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.94	106,887
3 Year Return	5.87	118,532
5 Year Return	6.76	138,722
10 Year Return	7.97	215,256

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Category	Hybrid: Conservative

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	10.3	110,059
3 Year Return	8.67	127,889
5 Year Return	9.04	154,190
10 Year Return	9.62	250,931

ICICI Prudential Regular Savings Fund - Plan - Growth

Category	Hybrid: Conservative

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	13.71	113,560
3 Year Return	9.46	130,649
5 Year Return	9.72	159,082
10 Year Return	10.25	265,330